NZS Capital provides investment management services to qualified clients through separately managed accounts and private funds. NZS does not provide financial planning services. NZS utilizes fundamental research and quantitative analysis-based equity investing in public securities, focusing on innovative companies and special situations in various sectors. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior approval.
Assets Under Management$2.9B
Clients5
AdvisorsN/A
Avg. per Client$590M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees may differ for accounts with higher account minimums or account performance fees. The adviser has the discretion to modify a client’s advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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